Jonathan Dantonio

Background

About Jonathan Dantonio

Jonathan brings a sense of purpose, and two decades of wealth management acumen to the integrated strategies he builds for clients. Jonathan joined Merrill in Today, he helps manage risk across clients' financial lives by aligning their investment, retirement, tax minimization and estate planning strategies. Jonathan earned a Bachelor's degree in Biology and Economics from Rutgers University. He also holds the Certified Investment Management Analyst®,(CIMA®) certification, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School, University of Pennsylvania. Jonathan resides in Sewickley, Pennsylvania with his wife, Jennifer, and their four children. Jonathan's passions include skiing, cycling, playing golf and staying fit. Jonathan also volunteers for local charities and coaches youth sports.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.